Parr Mcknight Wealth Management Group LLC Has $2.16 Million Position in FactSet Research Systems Inc. $FDS

Posted by Geri Gentry on May 31st, 2026

Parr Mcknight Wealth Management Group LLC reduced its position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 32.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,452 shares of the business services provider’s stock after selling 3,655 shares during the period. Parr Mcknight Wealth Management Group LLC’s holdings in FactSet Research Systems were worth $2,162,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of FDS. Cromwell Holdings LLC acquired a new position in shares of FactSet Research Systems during the fourth quarter worth about $26,000. WPG Advisers LLC boosted its position in shares of FactSet Research Systems by 76.9% during the fourth quarter. WPG Advisers LLC now owns 92 shares of the business services provider’s stock worth $27,000 after buying an additional 40 shares during the period. Winnow Wealth LLC acquired a new position in shares of FactSet Research Systems during the third quarter worth about $28,000. Field & Main Bank acquired a new position in shares of FactSet Research Systems during the fourth quarter worth about $29,000. Finally, BOKF NA boosted its position in shares of FactSet Research Systems by 5,100.0% during the third quarter. BOKF NA now owns 104 shares of the business services provider’s stock worth $30,000 after buying an additional 102 shares during the period. 91.24% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research firms have recently weighed in on FDS. Wells Fargo & Company upped their price objective on FactSet Research Systems from $195.00 to $200.00 and gave the stock an “underweight” rating in a research report on Wednesday, April 1st. Weiss Ratings reissued a “sell (d+)” rating on shares of FactSet Research Systems in a research report on Friday, March 27th. Bank of America started coverage on FactSet Research Systems in a research report on Tuesday, February 17th. They set an “underperform” rating and a $195.00 price target for the company. Barclays reduced their price target on FactSet Research Systems from $300.00 to $210.00 and set an “underweight” rating for the company in a research report on Monday, February 23rd. Finally, UBS Group reduced their price target on FactSet Research Systems from $425.00 to $380.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus price target of $279.62.

Check Out Our Latest Analysis on FDS

FactSet Research Systems Price Performance

Shares of NYSE FDS opened at $245.90 on Friday. The firm has a market cap of $8.96 billion, a P/E ratio of 15.81, a price-to-earnings-growth ratio of 2.13 and a beta of 0.69. The company has a current ratio of 1.43, a quick ratio of 1.43 and a debt-to-equity ratio of 0.64. FactSet Research Systems Inc. has a 1-year low of $185.00 and a 1-year high of $465.81. The business’s 50 day moving average is $221.77 and its 200-day moving average is $244.77.

FactSet Research Systems (NYSE:FDS – Get Free Report) last announced its earnings results on Tuesday, March 31st. The business services provider reported $4.46 earnings per share for the quarter, topping analysts’ consensus estimates of $4.37 by $0.09. The company had revenue of $611.02 million for the quarter, compared to analyst estimates of $604.78 million. FactSet Research Systems had a return on equity of 30.25% and a net margin of 24.48%.The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same quarter last year, the company earned $4.28 earnings per share. Equities research analysts predict that FactSet Research Systems Inc. will post 17.65 earnings per share for the current year.

FactSet Research Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Friday, May 29th will be paid a dividend of $1.16 per share. This represents a $4.64 dividend on an annualized basis and a dividend yield of 1.9%. This is an increase from FactSet Research Systems’s previous quarterly dividend of $1.10. The ex-dividend date is Friday, May 29th. FactSet Research Systems’s dividend payout ratio is 28.30%.

About FactSet Research Systems

(Free Report)

FactSet Research Systems Inc operates as a global provider of integrated financial data and analytics to the investment community. Founded in 1978 and headquartered in Norwalk, Connecticut, the company offers a unified platform that aggregates content from thousands of sources, delivering real-time and historical market data, company fundamentals, estimates, fixed-income information and proprietary analytics to portfolio managers, research analysts, investment bankers and risk officers.

The company’s core products include the FactSet Workstation, an application offering customizable screening, charting, portfolio analysis and news; APIs and data feeds for seamless integration into proprietary systems; and cloud-based solutions for thematic research and quantitative strategies.